A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,648 shares of ESGV stock, worth $2.24 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,648
Previous 23,203 11.01%
Holding current value
$2.24 Million
Previous $2.24 Million 6.38%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$91.37 - $101.65 $233,450 - $259,715
-2,555 Reduced 11.01%
20,648 $2.1 Million
Q2 2024

Jul 16, 2024

BUY
$87.24 - $97.37 $803,393 - $896,680
9,209 Added 65.81%
23,203 $2.24 Million
Q1 2024

Apr 15, 2024

SELL
$83.14 - $93.19 $35,916 - $40,258
-432 Reduced 2.99%
13,994 $1.3 Million
Q4 2023

Jan 30, 2024

BUY
$71.95 - $85.41 $57,200 - $67,900
795 Added 5.83%
14,426 $1.23 Million
Q3 2023

Nov 13, 2023

BUY
$74.65 - $81.1 $1.02 Million - $1.11 Million
13,631 New
13,631 $1.03 Million

Others Institutions Holding ESGV

About VANGUARD WORLD FD ESG U.S. STO


  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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